Zurich Insurance Group’s iShares US Consumer Staples ETF IYK Stock Holding History

Zurich Insurance Group’s Portfolio IYK Stock Details IYK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.46M	Buy	102,650 +34,200	+50%	+$2.44M	0.05%	200
2026 Q1	$4.79M	Sell	68,450 -42,650	-38%	-$3.07M	0.04%	238
2025 Q4	$7.48M	Hold	111,100	–	–	0.05%	181
2025 Q3	$7.56M	Hold	111,100	–	–	0.05%	139
2025 Q2	$7.91M	Buy	+111,100	New	+$7.82M	0.06%	135

Other funds holding IYK

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Zurich Insurance Group's IYK Position: Q2 2026 in Review

Zurich Insurance Group increased its iShares US Consumer Staples ETF (IYK) stake by 50% in Q2 2026, buying an estimated $2.44M and bringing the position to 102,650 shares worth $7.46M. The position accounts for 0.05% of the portfolio, ranked #200.

Zurich Insurance Group first reported a position in IYK in Q2 2025 and has held it in 5 quarters since. The position peaked at $7.91M in Q2 2025. 286 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

Zurich Insurance Group held 102,650 shares of iShares US Consumer Staples ETF worth $7.46M as of Q2 2026.
Zurich Insurance Group bought 34,200 iShares US Consumer Staples ETF shares in Q2 2026, an estimated $2.44M.
iShares US Consumer Staples ETF made up 0.05% of Zurich Insurance Group's portfolio in Q2 2026, its #200 holding.
Zurich Insurance Group first reported a position in iShares US Consumer Staples ETF in Q2 2025 and has held it in 5 quarters since.
Zurich Insurance Group's iShares US Consumer Staples ETF position peaked at $7.91M in Q2 2025.
286 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Zurich Insurance Group's 13F filing for Q2 2026, filed 14 Aug 2026.